Crestmont Private Wealth’s Devon Energy DVN Stock Holding History

Crestmont Private Wealth’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	+6,841	New	+$317K	0.08%	89
2024 Q2	–	Sell	-4,076	Closed	-$205K	–	87
2024 Q1	$205K	Buy	+4,076	New	+$181K	0.1%	59
2023 Q2	–	Sell	-4,076	Closed	-$206K	–	49
2023 Q1	$206K	Hold	4,076	–	–	0.13%	47
2022 Q4	$251K	Sell	4,076 -1,472	-27%	-$100K	0.17%	39
2022 Q3	$334K	Buy	5,548 +50	+0.9%	+$3.11K	0.25%	18
2022 Q2	$303K	Buy	5,498 +78	+1%	+$5.09K	0.3%	16
2022 Q1	$320K	Sell	5,420 -320	-6%	-$17.3K	0.3%	15
2021 Q4	$253K	Buy	+5,740	New	+$239K	0.24%	14

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestmont Private Wealth's DVN Position: Q2 2026 in Review

Crestmont Private Wealth opened a new position in Devon Energy (DVN) in Q2 2026: 6,841 shares worth $283K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings. This is a return to the name: Crestmont Private Wealth previously reported a position in DVN as recently as Q1 2024.

Crestmont Private Wealth first reported a position in DVN in Q4 2021 and has held it in 8 quarters since. The position peaked at $334K in Q3 2022. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Crestmont Private Wealth held 6,841 shares of Devon Energy worth $283K as of Q2 2026.
Devon Energy was a new Crestmont Private Wealth position in Q2 2026.
Devon Energy made up 0.08% of Crestmont Private Wealth's portfolio in Q2 2026, its #89 holding.
Crestmont Private Wealth first reported a position in Devon Energy in Q4 2021 and has held it in 8 quarters since.
Crestmont Private Wealth's Devon Energy position peaked at $334K in Q3 2022.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.